Basis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth

Equity Mates Investing Podcast

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We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.

Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.

We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.

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Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.

Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.

In this episode we focus on:

Apt Wealth's investment philosophy and rules of portfolio construction
Where Adam believes many advisers are getting diversification wrong
How the investment team at Apt Wealth assess fund managers
Adam's 5 P's of investing
The emerging asset classes that Adam is seeing more of in Australia

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Basis Points would not be possible without the support of our three launch partners:

Orbis Investments - Invest differently
Milford - Invested in the outcome
CBOE - Local market, global opportunities

Thank you to all three partners for helping us keep all of our content free and accessible.

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Want more Basis Points?

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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